New Articles

  1. Customize Power BI Dashboards

    Introduction This article is for BrightWork 365 Release February 2023 (v1.6) and newer. To customize BrightWork 365 Power BI reports, the user will need Read access to the tables that they want to report on - BrightWork Project Man...
  2. Read First: Customization Notes

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Beginning with release September 2023 (v1.8) BrightWork 365 also includes the Form Configurator for an easier and preferred method for hiding/unhiding Project Template...
  3. User Management

    2025-1 & 2024-2                     Definitions Security: Methods for protecting the system as a whole and the data housed within the system. Security is cumulative.  User Security: Defines user access to Tables...
  4. 3D Deployment Process Deep Dive

    Introduction Introduction Summary Audio  Download audio  Pre-Handover Call Activity Your BrightWork Representative will schedule your deployment kickoff call and the handover to your BrightWork Customer Success Partner . Prior to t...
  5. BrightWork 365 Start Service (on brightwork.com)

    The Start Service uses the BrightWork implementation process called 3D (Design, Deliver, Deploy). 3D is a clear, transparent, and practical change management process focused on the project management needs of your group.   We work with you every ...
  6. Document Management

    2025-1 & 2024-2               Documents in BrightWork 365 are stored in your organization's BrightWork 365 SharePoint site. During the installation of BrightWork 365 the SharePoint site and accompany...
  7. Audit History

    BrightWork 365 together with the Microsoft Power Platform provides organizations with the ability to track data change history and activity logging for use in analysis and reporting purposes. To view Audit History, click the Related tab and ch...
  8. Project Status Reporting

    2025-1 & 2024-2 Project Management Context Status reporting is an extremely efficient method for keeping multiple stakeholders informed about how projects are progressing. Crucial information such as a project's ...
  9. Microsoft Excel

    This article is for BrightWork 365 Release September 2023 (v1.8) and newer.   View Excel Data in BrightWork 365 When Microsoft Excel is added to Power Apps, Excel becomes a data source. You can view the Excel table data within Power App...
  10. Search

    This article is for BrightWork 365 Release February 2023 (v1.6) and newer. Power Apps Search The Power Apps Search function finds records in a table that contain a string in one of their columns. For more information see the Microsoft Search...